Form 13-F position report

ISHS MSCI UTD KINGDOM ETF

Reported by Onyx Bridge Wealth Group LLC

ETF profile Manager portfolio Source filing
EWU CUSIP 46435G334 Manager CIK 0001819476
Latest reported change

Reported 257,774 shares, up 25,327 (10.9%) from the prior quarter.

Reported value 15.8%; share count 10.9% vs. the prior quarter.

Added
% of reported 13F value 1.72% This manager · Q4 2023
Shares 257,774 Quarter-end amount reported
Reported value $8,519,437 Fair value at quarter end
Consecutive quarters held 2 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 26,017 -2,236 (-7.9%) 0.11% $1,210,549 2026-10-16
Q2 2026 Reduced 28,253 -37,473 (-57.0%) 0.12% $1,303,591 2026-07-23
Q1 2026 Added 65,726 +4,124 (6.7%) 0.32% $2,994,459 2026-04-22
Q4 2025 Added 61,602 +32,043 (108.4%) 0.29% $2,709,239 2026-02-18
Q3 2025 Added 29,559 +4,366 (17.3%) 0.13% $1,240,580 2025-11-06
Q2 2025 Reduced 25,193 -4,802 (-16.0%) 0.13% $1,000,656 2025-07-30
Q1 2025 Reduced 29,995 -161,839 (-84.4%) 0.16% $1,123,925 2025-04-29
Q4 2024 Added 191,834 +18,856 (10.9%) 0.94% $6,503,168 2025-01-27
Q3 2024 Added 172,978 +13,066 (8.2%) 0.98% $6,471,124 2024-10-17
Q2 2024 Added 159,912 +129,525 (426.3%) 0.92% $5,577,747 2024-07-22
Q1 2024 Reduced 30,387 -227,387 (-88.2%) 0.19% $1,058,378 2024-04-29
Q4 2023 Added 257,774 +25,327 (10.9%) 1.72% $8,519,437 2024-01-31
Q3 2023 New 232,447 +232,447 (0.0%) 1.72% $7,354,623 2023-10-16
Q1 2023 Reduced 0 -7,085 (-100.0%) 0 $0 2023-04-10
Q4 2022 Reduced 7,085 -166,280 (-95.9%) 0.09% $224,524 2023-01-11
Q3 2022 New 173,365 +173,365 (0.0%) 2.06% $4,507,000 2022-10-13
Q1 2022 Reduced 0 -7,260 (-100.0%) 0 $0 2022-05-09
Q4 2021 Reduced 7,260 -5,532 (-43.2%) 0.08% $245,000 2022-01-18
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Institutional context

Who else reported the position

256 managers reported ISHS MSCI UTD KINGDOM ETF for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
The Goldman Sachs Group Inc Added 8,405,315 +1,485,655 0.05% $277,795,662 29 qtrs
Bank of America Corporation Reduced 3,481,225 -45,219 0.01% $115,054,483 29 qtrs
Morningstar Investment Services LLC Added 2,877,515 +1,403,395 0.54% $95,102,000 24 qtrs
WELLS FARGO & COMPANY MN Reduced 2,770,153 -198,860 0.02% $91,553,563 29 qtrs
MORGAN STANLEY Reduced 1,927,846 -258,037 < 0.01% $63,715,334 29 qtrs
TD Asset Management Inc Added 1,923,890 +201 0.06% $63,584,565 13 qtrs
Catalyst Capital Advisors LLC Reduced 1,513,446 -160,073 1.34% $50,019,390 29 qtrs
Millburn Ridgefield Corp Reduced 1,513,446 -160,073 1.53% $50,019,390 29 qtrs
UBS Group AG Reduced 1,220,030 -101,331 0.01% $40,321,992 29 qtrs
JANE STREET GROUP LLC Reduced 1,204,248 -1,695,340 0.01% $39,800,396 28 qtrs
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Filing details and methodology As reported
Report period
December 31, 2023
Filed
January 31, 2024
Filing type
13F-HR
Position type
MSCI UK ETF NEW

Voting authority reported

Sole
0
Shared
0
None
257,774

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.